Phillip Clark is a registered investment advisor at Invst, LLC, based in Indianapolis, IN, with 14 years of industry experience. Phillip operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 2,745 clients with $1.8B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Invst offers investment management services for an annual fee based on the amount of assets managed. This fee varies between 0.10% and 1.50% depending on the size and composition of the client's portfolio and the type of services rendered. For clients engaged through a Delegating Advisor, this management fee generally varies between 0.20% and 1.50%.
Location
3625 E 96th St, Indianapolis, IN, 46240
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Phillip is an insurance broker for life, annuities, long-term care, and disability insurance since 2015, dedicating minimal time. Phillip also works as a personal trainer, spending minimal time educating individuals on health.
Employment History
Current Registrations
Invst, LLC
Previous Registrations
Signator Investors, INC.
Signator Investors, INC.Broker
New England Securities Corporation
New England SecuritiesBroker
Park Avenue Securities LLCBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.